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April 2022

Integrated Gift Planning Marketing For This Generation

April 11 @ 12:00 pm
Nicola Lawrence

For many years ‘Planned Giving’ was an afterthought to everyday fundraising. Often relegated in the mind of many to the realm of estate gifts. Today, however financial world is evolving quickly and is impacting much of what we do in the philanthropic world. Positioning the message into every fundraising communication, we will consider the collaborative ways we can ways we can educate donors and resource our team so we can accept gifts of every asset from NFT’s to trees. Learn from an award winning planned giving marketer, how integrating the message of gift planning can change everything for your non-profit shop.

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February 2022

Myths and Realities of Bequest Fundraising

February 7 @ 12:00 pm
Virtual (Zoom)
Jeff Lydenberb

Estate gifts in the form of wills, trusts, and beneficiary designations (loosely referred to as “bequests”) are the foundation of post-death charitable gifts. 70% to 80% of all realized deferred gifts are in the form of bequests. The bequest is ubiquitous no matter the size of the charity, the charitable sector, or the sophistication of the planned giving program.

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December 2021

Donor Stories in Planned Giving Marketing – To Use or Not to Use

December 6, 2021 @ 12:00 pm
Unnamed Venue Austin, TX United States
Claudine Donikan

The planned giving industry assumes that donor stories are an effective way to inspire other donors and to increase engagement, including response, in marketing materials. But what is it about donor stories that inspires prospective donors to make gifts? Could certain donor stories have the opposite effect and decrease engagement and response?

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November 2021

A Practical Look at Assessing Your Gift Planning Program

November 8, 2021 @ 12:00 pm
Virtual (Zoom)

Nonprofits requesting gifts of appreciated assets grow consistently and rapidly. With the Baby Boomer generation actively passing along their wealth, organizations have an estimated 10 years to institutionalize gift planning culture to maximize the peak of the wealth transfer.

This session explores how nonprofits can strategically evaluate, grow, and shift fundraising efforts from a typical cash-only model to one which actively pursues non-cash assets. The session will provide practical advice and guidance for organizations of all sizes and for professionals with varying levels of gift planning expertise.

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September 2021

Stewarding Planned Gift Donors for 10, 20 or 30 Years While Waiting for the Ultimate Gift

September 27, 2021 @ 12:00 pm
Unnamed Venue Austin, TX United States

The donor you've worked with for years has finally documented their gift. Now what? Good stewardship serves to strengthen a donor’s relationship with your organization and is a vital part of a successful bequest program.

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August 2021

Tax Law Changes and the Impact on your Organization and Your Donors

August 30, 2021 @ 12:00 pm
Unnamed Venue Austin, TX United States
Frank Leffingwell

Frank will present a current state of our economy and tax laws. Frank will also advise on important information that development professionals need to know to help their donors make charitable gift decisions that will maximize benefits to the donor and to your charitable organization.

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May 2021

Promo Strategies – Leveraging DAFs

May 3, 2021 @ 12:00 pm
Virtual (Zoom)
Claire Axelrad

The use of Donor Advised Funds (DAFs) as a means for individuals to make philanthropic gifts continues to rise. Between 2017 and 2018 there was a 55% increase in the number of DAF accounts. And DAFs accounted for 12.7% of overall philanthropy in 2018 compared with just 4.4% in 2010.

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April 2021

How to Use Social Media to Inform, Inspire, and Connect with Donors

April 5, 2021 @ 12:00 pm
Virtual (Zoom)

Brooke McMillan will be speaking on Social Media in Planned Giving.

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February 2021

Long-Distance Relationships: What to Do When You Can’t Travel

February 8, 2021 @ 11:00 am
Virtual (Zoom)

Planned giving is a relationship business, and that doesn’t stop when a donor commits to a bequest intention. With an average of twenty years between the time a donor makes a revocable bequest commitment and the time the gift matures, there is a lot of opportunity for a donor to fall OUT of love with your charity if the relationship isn’t managed properly.

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November 2020

Give it Away Now: Thinking Beyond Retirement Income in Split Interest Gifts

November 9, 2020 @ 11:00 am
Rebecca Bibleheimer

The current tax law landscape has left us with a challenging and at times formidable tax planning environment. The silver lining of this situation is the fertile ground it provides for charitable planning and the opportunity for philanthropic individuals to make their important legacy gifts.

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